How to Terminate an Employee in Onboarding

When an employee leaves your company, you can terminate the employee and their documents will be retained in the Onboarding module. You can also rehire the employee so they can go through the Onboarding process.

When terminating employees in Onboarding, do not forget to update the employees' profile in your HR system and/or payroll systems if your Onboarding module is not integrated.

  • Go to the Electronic Filing Cabinet.

    Onboarding_-_Admin_-_EFF.png

  • Search for the employee with the search menu.

    ONB_-_Term_-_00.png

  • Click the ... button under the Actions column for the employee and click Terminate Employee.

    ONB_-_Term_-_02.png

  • Enter the termination date for the employee and click Terminate to confirm the termination.

    ONB_-_Term_-_03.png

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